LCM Financial

Overview

LCM Financial is a privately owned corporation registered in Texas that positions itself as a capital allocator and advisory firm serving individuals, small businesses and other organizations. The firm charges both a percentage of assets under management and hourly fees. Service offerings listed by the firm include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, selection of other advisers, and pension consulting among its advisory activities. The firm is state-registered in Texas and is not set up as a multi-state adviser. It does not identify as an active ESG investor. Ownership is listed as an individual rather than a corporate or institutional owner.

Assets & Accounts

Investments & Alternatives

Location & Offices